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Precision Wealth Strategies’s Affirm AFRM Stock Holding History

Precision Wealth Strategies’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,990
Closed -$406K – 178
2025
Q1 		$406K Buy
+8,990
New +$533K 0.31% 64

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Precision Wealth Strategies's AFRM Position: Q2 2025 in Review

Precision Wealth Strategies sold out of Affirm (AFRM) in Q2 2025, closing a stake of 8,990 shares — an estimated $406K sold.

Precision Wealth Strategies first reported a position in AFRM in Q1 2025 and held it in 1 quarter. The position peaked at $406K in Q1 2025. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Precision Wealth Strategies reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,990 Affirm shares in Q2 2025, an estimated $406K.
  • Precision Wealth Strategies first reported a position in Affirm in Q1 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Affirm position peaked at $406K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Precision Wealth Strategies's 13F filing for Q2 2025, filed 18 Jul 2025.